Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement